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Why spending more in early retirement can improve lifetime income Will you run out of money in retirement?The investment that sidesteps the new tax traps Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?

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Edition: 148

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Edition 148

25 March 2016

Anyone interested in changes coming to investing in Australia could spend Easter with three papers released in the last week or so: Treasury's 'Objective of Superannuation'; ASIC on culture and conflicts of interest in vertically-integrated businesses; and ASIC on regulating digital financial product advice (aka roboadvice). If that sounds like a good way to spoil a long weekend, relax over chocolate eggs and follow Cuffelinks while we cover future developments.

Five lessons from the recent turbulence in share markets

Don Stammer
24 March 2016

Learning about investing is a long journey and the recent period of market turbulence offers valuable lessons in the way markets behave.

Super’s shift to digital communication

Richard Body, Emma Longmore
24 March 2016

A study of member communication by superannuation funds in 2013 and again in 2015 shows how much the industry has increased its digital interactions, what works and what doesn't.

Estate planning: where there’s a will, there’s a way

Gemma Dale
24 March 2016
3

Part 2 in this series on estate planning focuses on wills. What a will can and cannot achieve, its objective, how wealth is transferred, and the importance of keeping things up-to-date.

Unlisted managed funds fight back, even for SMSFs

Graham Hand
24 March 2016
1

Although ETFs and LICs are growing in popularity, managed funds are far from disappearing. The future of wealth management will likely include strong demand for all three investment structures.

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